The week ahead features the first estimate of US Q4 GDP, which will be revised for the next couple of years, and policy meetings by the Bank of Japan, the European Central Bank, the Bank of Canada, and Norges Bank, Norway's central bank. Although the market anticipates the beginning of an aggressive easing cycle by several central banks, and an exit of the BOJ's negative interest rate policy, the start is not expected until later in the first half. Obviously, this is an unusual business cycle, and while US growth is expected to have slowed, it may have still grown above what the Fed regards as the long-run pace ... (full story)